Wealth Management Client Services Specialist

Kestra; Plano (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Kestra in Plano, TX, is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time, in-office position emphasizes excellent client service, problem solving, and meticulous administrative work.

Ideal candidates have at least 2 years of administrative experience, a High School Diploma or Associate's degree, and familiarity with CRM systems. Financial services exposure is a plus.

Qualifications

• 2+ years of experience in administrative support in a professional environment.
• High School Diploma or Associate's degree required.
• Previous experience in financial services is a plus.

Responsibilities

• Support Advisors by handling administrative functions for the office.
• Assist in client meeting preparation and follow-up, including paperwork and post-meeting documentation.
• Process and service all account paperwork/requests, using paperless procedures where available.
• Manage client needs regarding processing, service, and problem resolution with accurate record keeping.
• Coordinate with Broker Dealer for new account establishment and compliance.
• Maintain CRM database and adhere to client service models.
• Balance multiple priorities daily to meet business objectives.
• Handle regular client interactions including scheduling and calls.

Skills

Customer service

Time management

Administrative skills

Communication

Education

High School Diploma or Associate's degree

Tools

Outlook

Word

Excel

Adobe

CRM software

Job description

Kestra in Plano, TX, is seeking a Client Service Associate to support Advisors and Wealth Managers. This full-time, in-office position emphasizes excellent client service, problem solving, and meticulous administrative work.

Ideal candidates have at least 2 years of administrative experience, a High School Diploma or Associate's degree, and familiarity with CRM systems. Financial services exposure is a plus.